Watch M. Paul Bloom, CIO at Bloom Investment Counsel, Inc. review Q2/22 and share his thoughts on investment markets for the remainder of 2022.
Similar to last quarter, Bloom received welcoming news towards the end of Q2 that one of its investments held in all client portfolios was being acquired for a significant premium to its market price at the time of the announcement.
Having a baby is exciting news for first-time parents. But raising and educating a child involves new financial considerations and new decisions to make. As well, unforeseen events require you to have contingency plans in place. We hope these four financial tips for new parents will help you plan ahead to protect you and your child.
Each investor has different needs and objectives at various stages of their financial life. The complexity of these needs and objectives is compounded by the increasing responsibility that comes with greater wealth. A personalized portfolio management solution provides the optimal approach to address a high-net-worth investor’s evolving financial circumstances and the unanticipated challenges that may arise.
Did you know that, over the long-term, consistent dividend-payers have realized higher returns with less risk than non-dividend paying stocks? In this article, you’ll learn how dividend portfolios can preserve and build wealth in the long term, even during recessions and bear markets.
Have you heard that living off dividends in retirement is a dream shared by many investors? If not, don’t worry—this article is here to bring you back to the basics so that you too can learn about this source of income and take advantage of it (even today) for your retirement years.